These folks are ready for NAVUG Forum. Are you?
Posted: June 11, 2013 Filed under: Uncategorized | Tags: Forum, learning, NAVUG, Tampa, user group Leave a comment »
I’ve been watching what people have been posting on social media about the upcoming NAVUG Forum conference held in Tampa this October, and it’s starting to get pretty exciting as plans are revealed about what’s being offered. Here are just a few:
From a press release issued by ArcherPoint on June 6th:
ArcherPoint, LLC, a Microsoft Dynamics ERP Gold Partner specializing in Microsoft Dynamics NAV solutions and upgrades, today announced that CEO Greg Kaupp and other key members of the ArcherPoint team will present at NAVUG Forum 2013 in Tampa, FL, October 21-24, 2013.
“We couldn’t be more excited about the 6th annual NAVUG Forum. Our largest planning team to date has already identified close to 100 dynamite sessions across 12 tracks,” said Mark Rhodes, NAVUG Interim Program Director. “I believe there is something for everyone this year, with a jam-packed schedule and 11 pre-conference training classes. With 400 fellow NAV users, it’s going to be a fantastic opportunity to learn, network, and share.”
NAV has a long track record for attracting international companies and we are excited about the program we’re putting together and the fantastic support we are receiving from the NAVUG committee as well as from the interest groups related to international activities. We have literally received input from all over the world. We are setting the bar high and we want to make this the best NAVUG Forum ever.
Take a look at the full schedule of sessions recently published on the NAVUG Forum site! New to NAV, Tips and Tricks, Warehousing and Distribution, and Service Management are four new never before offered tracks this year. Perennial favorites like Finance, BI and Reporting, Manufacturing and Supply Chain, and IT and Developers are looking good with foundational offerings as well as fresh new material including quite a few customer showcases. NAVUG continues to highlight the newly established Global track and the agenda is nicely rounded out with offerings in Business Leadership and an entire day of pre-conference optional training to help you maximize your learning at the conference.
I can see over 100 possibilities for learning at this quick three-day conference; plenty of ways to increase your knowledge about the ERP system you use every day at your company. If you need a few more reasons, check out this article from the Microsoft Dynamics Community. Early bird pricing allows you to save $200 if you register before June 30th.
See you in Tampa! I’m ready, are you?
Learning about NAV2013: Videos on the chart generator
Posted: May 29, 2013 Filed under: Uncategorized | Tags: chart generator, learning, NAV 2013, NAVUG Leave a comment »
As a NAV super user at my company, I’m constantly learning new things about NAV and bringing that information back to my coworkers. Even after using NAV for quite a few years, I sure don’t know everything, and there is always some new thing to discover by attending NAVUG webinars, browsing blogs on the web, or just watching over someone’s shoulder as they do a task.
I’m focusing on learning about NAV2013 this year so I can be prepared for the next step in the NAV upgrade progression for my company. One of the things I’m really curious about is how to generate those nifty looking charts in NAV2013.
I found some great videos out there on YouTube done by Rick Baxter of Cost Control Software. Take a look!
How to use Dynamics NAV 2013 Chart Generator #1
How to use Dynamics NAV 2013 Chart Generator #2
How to use Dynamics NAV 2013 Query Tool
Learning about NAV2013: CustomerSource guide to resources
Posted: May 7, 2013 Filed under: Uncategorized | Tags: CustomerSource, Dynamics, learning, manuals, Microsoft, NAV 2013, training 1 Comment »
If you are already a Microsoft Dynamics NAV customer and you’re current on your maintenance plan you need to go to CustomerSource to get access to NAV2013 training manuals that are just waiting for you to find them.
For versions prior to NAV2013, CustomerSource has published an Overview of Training Manuals as well as a Learning Plan for each version which made it easy to find all of the resources available for that version. For some reason, they have chosen not to do that with NAV2013 which does make the manuals a good deal more difficult to locate. I’ve found if you know the Course Number for the training materials you want to find you can get to them quickly by using the search box on the left hand navigation bar. Simply type in the course number, for example, 80534, and you’ll be taken directly to those training materials which you can immediately download.
Look up the following courses using the search box to get to more information about NAV2013:
Installation and Configuration
80438: Installation and Configuration in Microsoft Dynamics NAV 2013
80433: Reporting in Microsoft Dynamics NAV2013
80549: Data Upgrade and Code Upgrade to Microsoft Dynamics NAV2013
Finance Related
80434: Fixed Assets in Microsoft Dynamics NAV 2013
80435: Application Setup in Microsoft Dynamics NAV 2013
80439: Introduction to Microsoft Dynamics NAV 2013
80534: Finance Essentials in Microsoft Dynamics NAV 2013
80535: Finance Advanced in Microsoft Dynamics NAV 2013
Trade & Inventory
80257: Inventory Management in Microsoft Dynamics NAV 2009 *
80440: Trade in Microsoft Dynamics NAV 2013
Warehouse Management
80259: Warehouse Management in Microsoft Dynamics NAV 2009 *
Service Management
50224: Service Management in Microsoft Dynamics NAV 2009 *
Relationship Management
50223: Relationship Management in Microsoft Dynamics NAV 2009 *
Manufacturing
80550: Manufacturing in Microsoft Dynamics NAV2013
C/SIDE
80436: C/SIDE Introduction in Microsoft Dynamics NAV 2013
80437: C/SIDE Solution Development in Microsoft Dynamics NAV 2013
* not updated for NAV2013, only available in prior versions
nChannel lists Dynamics NAV Financials as a top Microsoft Dynamics NAV Blog
Posted: April 30, 2013 Filed under: Uncategorized | Tags: Account Schedules, budgets, Dynamics, financial reporting, Microsoft, NAV 1 Comment »
nChannel gave Dynamics NAV Financials a really nice mention in their recent listing of top Microsoft Dynamics NAV blogs.
Here’s a blurb from the article:
About the Blog: Kerry uses her extensive experience in Dynamics NAV to give readers an in-depth look at account schedules, financial reporting, dimensions, budgets and more. Readers can also follow the blog on Facebook, follow Kerry on Twitter and subscribe via email in order to receive notifications of new posts (the blog is updated often, with some days generating multiple posts).
For the full article, listing twelve other really fantastic NAV blogs and communities, click here!
Blogiversary Top 20 (#1) Account Schedules Formulas Page
Posted: April 29, 2013 Filed under: Uncategorized | Tags: account schedule formulas, Account Schedules, cheat sheet, comparison date formula, comparison period formula, Dynamics, Microsoft, NAV, tips and tricks Leave a comment »
We’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!
The most viewed blog entry in the Dynamics NAV Financials first year isn’t an entry at all, but an entire page! Check out the Account Schedules Formulas Page found here to see what 15 people a week come to the blog to use.
I developed this page in response to a question I would get in my classes on account schedules. ”Do you have a cheat sheet for all the formulas you can use in Account Schedules?” I’ve shied away from this in the past, because it’s a complex question. You’ve got to take into account comparison period versus comparison date, column type used, use of filters, and like all Microsoft products, there is often more than one way to accomplish the same result. But I think I’ve got us a start. To my knowledge, there are bits and pieces of this out there, but this is the most comprehensive guide to account schedule formulas that I know of.
If you know of more, please submit them here. As long as I can test it to prove it works in the way described, and it’s different enough from already listed formulas, I’ll add it to the list and make sure to put a shout out to the contributor on the blog.
I believe the power of community is an amazing thing. We continually make each other better by sharing information. I’m looking forward to seeing what our amazing NAV community can accomplish!
Blogiversary Top 20 (#2) NAV keyboard shortcuts – Classic to RTC
Posted: April 26, 2013 Filed under: Uncategorized | Tags: Classic Client, keyboard shortcut, Microsoft, NAVUG, RTC, tips and tricks, user group Leave a comment »We’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!
Who knew that keyboard shortcuts could be so darn controversial?
I recently got the chance to present a NAV tips and tricks session at the NAVUG Midwest Regional Chapter meeting, and one topic that came up again and again was what keyboard shortcuts were changing in the transition from the classic client to the role-tailored client (RTC).
The first discussion started as a rumor during the social hour the night prior. “Did you hear they’re getting rid of F8?” “No, they can’t get rid of F8!” “What’ll we do without F8?” “Oh my inventory accountant is going to hate that” “Well I heard they’re changing everything.”
Well lucky for us we had quite a few folks there who have already been using the RTC who were able to quite handily put that vicious rumor to rest. F8 is firmly available to copy the field above in the new client, just has it has been in the classic client.
There are quite a few other things that are just simply changing, and I think the changes make a whole lot of sense.
Take F3. F3 has been the constant companion of the NAV user, utilized whenever we needed to designate a new record, a new line, a new document, or a new card. Anything new has been F3. This has been replaced with four new commands in the RTC. Complicated? No, I think that Microsoft has made a concerted effort to simplify by making keyboard shortcuts more consistent with other Microsoft Office products. Even though four new commands are replacing one, I think that Ctrl+N will come quite naturally to someone wanting to create a new record. Ctrl+Insert likewise makes sense for inserting a new line. Ctrl+Shift+C for opening a new card and Ctrl-F2 for creating a new document may be a little taxing, but I’m betting we’ll all get used to it. Frankly, I’m glad to see Microsoft making it easier and more consistent for new users to adopt.
I’m sure I may utter an oath or two when I hit F3 in the RTC and instead of getting a new record, get bumped into a field filter. But I sure will appreciate many of the brand new keyboard shortcuts that support RTC features that we’ve never had before like Alt+Tab to switch among open windows and F5 which now acts as a refresh command, just like it does in other programs.
Check out the link below which goes to a Microsoft .pdf listing out a nice comparative list of keyboard shortcuts between the classic client and the RTC. This will be the first document I give to my end users when we start working on our transition to the RTC. There will always be fear of change, even with small things like keyboard shortcuts.
Encourage folks to look for the consistencies and efficiencies gained with the new ones and remind them; at least they didn’t get rid of F8.
Blogiversary Top 20 (#3) Basic column layout options for NAV Account Schedules
Posted: April 25, 2013 Filed under: Uncategorized | Tags: Account Schedules, balance at date, Classic Client, column layout, comparison date formula, comparison period formula, financial statement, fiscal year, general ledger, NAV, net change, RTC Leave a comment »We’re celebrating our one year blogiversary by reposting the Top 20 Most Viewed in the last year, as determined by you, our readers! Follow this link to see the entire list. Enjoy!
Column layouts in NAV account schedules are what you build to add more flexibility to your financial statements. You can have an unlimited number of column layouts to match together with your already existing row setups. In general, most basic row setups contain general ledger numbers and column layouts contain dates. As an example, when I produce my income statement, I will have one row setup that reflects a summarized income statement and at least four different column layouts that reflect different configurations of month to date, year to date, comparisons against budget, and twelve month trended views.
Just like with row setups, there are many available options in the column layouts. This large variety of options can sometimes be overwhelming to the new account schedule user. I’ll show you which columns to choose in the column layouts for account schedules as a beginning point, and go through some simple explanations of how they are used.
Fields to start with:
Column No. – The column number is completely optional, but highly recommended. This simple element of the column layout will eventually be one of the key features of your account schedule, allowing you to calculate and organize with ease.
Column Header – This is where you’ll define, in words, what you’re showing in each column of your report. Keep it short; there is a 30 character limit.
Column Type: Net Change, Balance at Date, or Formula – There are actually seven options to choose from here, but I recommend that you limit yourself to these three when you’re just getting started. The key here is knowing what type of accounts you’re reporting on. If you’re using income statement accounts (Revenue/Expense), then you need to use net change. If you’re using balance sheet accounts (Assets/Liabilities), then you need to use Balance at Date. Formula allows you to perform calculations in a column.
Ledger Entry Type – This column will allow you to define what type of ledger entries you will show. This is where you can choose actual general ledger entries or budgeted general ledger entries.
Formula – If you’ve chosen Formula as the Column Type, this is where you’ll put the formula.
Comparison Period Formula – This column allows you to define date formulas that are used to calculate the amounts shown. I generally recommend that beginning account schedule users start out using the comparison period formula field instead of the comparison date formula field. The comparison period formula field references the accounting periods set up in the fiscal year, so this option seems the most consistent, and is especially necessary for companies that may not follow a calendar fiscal year. Common data labels used in this field are CP for current period or -1CP for previous period and FY for fiscal year or -1FY for prior year.
Shown below are both the design view and the user view of a column layout for a summarized income statement showing year to date and prior year to date information in the columns to demonstrate the use of these six basic options in an account schedule.
Role Tailored Client
Classic Client
For more information on row setups, please see these posts: Basic row setup options for NAV Account Schedules and Complete row setup options for NAV account schedules.
If you’re just beginning to use account schedules, see Getting started with a new account schedule.
